RoamHR Privacy Disclosure



Why we collect your data:

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What data we collect:

The types of personal information we collect and share depend on the product or service you are using with us. 

For account opening, this includes personal information such as name, address, phone number, date of birth and  your social security number.  It may also include income data, usage data and employment data.

For our IRS Payment service, additional data elements are required including your previous year AGI (Annual Gross Income)

We may also automatically collect certain usage information when you access our Services (“Usage Data”), such as Internet Protocol (“IP”) addresses, log files, unique device identifiers, pages viewed, browser type, any links you click on to leave or interact with our Services, and other usage information collected from cookies and other tracking technologies. For example, we collect IP addresses to track and aggregate non-personal information, such as using IP addresses to monitor the regions from which users navigate to our Services. We also collect IP addresses from users when they log into the Services as part of our log-in and security features. We may also, when you enable location-based Services, collect Global Positioning System (GPS) location data and/or motion data.


All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons RoamHR chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

Does RoamHR share?

Can you limit this sharing?

For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus



For our marketing purposes— to offer our products and services to you



For joint marketing with other financial companies



For our affiliates’ everyday business purposes— information about your transactions and experiences



For our affiliates’ to market to you



To limit our sharing


Please note: If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.


What we do:

How does RoamHR protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

Although no security measures can perfectly protect all data, we maintain a high level of security practices to protect your data.

  • We don’t store login credentials to bank accounts
  • All access to your banking accounts is done using encrypted tokens
  • All access to our services is done through Use of HTTPS for all API requests (non-HTTPS requests are currently disabled)
  • Data access is protected by firewall systems with additional security provided to prevent malicious attacks.

How does RoamHR collect my personal information?

We collect your personal information, for example, when you subscribe to the application and create an account with us.  We collect personal information in the course of providing services to you such as mileage tracking, expense tracking or tax payments.

Why can’t I limit all sharing?

Federal law gives you the right to limit only

sharing for affiliates’ everyday business purposes

information about your creditworthiness

affiliates from using your information to market to you

sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.



Companies related by common ownership or control. They can be financial and nonfinancial companies.  RoamHR doesn’t have active affiliates.



Companies not related by common ownership or control. They can be financial and nonfinancial companies

RoamHR does not share with nonaffiliates so they can market to you

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.


Our joint marketing partners include financial service companies, such as banks, insurance providers, investment companies, securities broker-dealers, and credit card companies.

Other Important Information

CALIFORNIA RESIDENTS (consumer account with a California address): Please see the separate notice you are receiving entitled “Important Privacy Choices for Consumers” for your right to opt out of sharing with affiliates and with non-affiliated financial institutions that are joint marketing partners.

Contacting Us

For support issues or issues related to privacy, please contact at us at

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©2020 RoamHR. All Rights Reserved.

Our partnering Institutions:

  *Somerset Trust Company - Member FDIC, Equal Housing Lender